AUMdb

Ocala Breeders Sales Co., Inc. 401(k) Profit Sharing Plan

Sponsored by Ocala Breeders Sales Co., Inc. · EIN 591566113 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
107
With balances
105

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Advus Financial Partners Llc Recordkeeping, Trustee (institutional), Other services $6,064
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $4,377
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0